VGIAX vs. VADGX
Compare and contrast key facts about Vanguard Growth and Income Fund Admiral Shares (VGIAX) and Vanguard Advice Select Dividend Growth Fund (VADGX).
VGIAX is managed by Vanguard. It was launched on May 14, 2001. VADGX is managed by Vanguard. It was launched on Nov 9, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VGIAX or VADGX.
Performance
VGIAX vs. VADGX - Performance Comparison
Returns By Period
In the year-to-date period, VGIAX achieves a 25.21% return, which is significantly higher than VADGX's 13.14% return.
VGIAX
25.21%
0.64%
10.27%
32.41%
15.38%
13.05%
VADGX
13.14%
-2.61%
6.44%
17.92%
N/A
N/A
Key characteristics
| VGIAX | VADGX | |
|---|---|---|
| Sharpe Ratio | 2.50 | 2.06 |
| Sortino Ratio | 3.34 | 2.80 |
| Omega Ratio | 1.47 | 1.36 |
| Calmar Ratio | 3.39 | 3.70 |
| Martin Ratio | 15.44 | 11.72 |
| Ulcer Index | 2.10% | 1.60% |
| Daily Std Dev | 12.98% | 9.08% |
| Max Drawdown | -56.85% | -15.75% |
| Current Drawdown | -2.35% | -2.99% |
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VGIAX vs. VADGX - Expense Ratio Comparison
VGIAX has a 0.22% expense ratio, which is lower than VADGX's 0.45% expense ratio.
Correlation
The correlation between VGIAX and VADGX is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
VGIAX vs. VADGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth and Income Fund Admiral Shares (VGIAX) and Vanguard Advice Select Dividend Growth Fund (VADGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
VGIAX vs. VADGX - Dividend Comparison
VGIAX's dividend yield for the trailing twelve months is around 0.97%, less than VADGX's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGIAX Vanguard Growth and Income Fund Admiral Shares | 0.97% | 1.29% | 1.76% | 1.26% | 1.45% | 1.67% | 1.91% | 1.59% | 2.19% | 1.99% | 1.77% | 1.60% |
VADGX Vanguard Advice Select Dividend Growth Fund | 1.23% | 1.21% | 0.81% | 0.17% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VGIAX vs. VADGX - Drawdown Comparison
The maximum VGIAX drawdown since its inception was -56.85%, which is greater than VADGX's maximum drawdown of -15.75%. Use the drawdown chart below to compare losses from any high point for VGIAX and VADGX. For additional features, visit the drawdowns tool.
Volatility
VGIAX vs. VADGX - Volatility Comparison
Vanguard Growth and Income Fund Admiral Shares (VGIAX) has a higher volatility of 4.23% compared to Vanguard Advice Select Dividend Growth Fund (VADGX) at 2.87%. This indicates that VGIAX's price experiences larger fluctuations and is considered to be riskier than VADGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.